Wealth Preservation and Financial Independence
At Goldberg Clouse & Edgell, we define our role as advocates on behalf of corporations and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets.
 
As a member of PartnersFinancial, an independent national insurance services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc.

With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make.
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Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for our clients.

The Decision Process
Corporate Services
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Investment
Newsletters
  • It's Complicated: Money and Happiness
    Does more wealth lead to more happiness? Researchers have tackled this question for decades, and although the results have differed, one fact is certain: The
  • Planned Charitable Giving
    Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they're able to make significant charitable
  • Millennials vs. Boomers: How Wide Is the Gap?
    Texting versus email (or even snail mail). Angry Birds versus Monopoly. "The Theory of Everything" versus "The Sound of Music." "Dancing with the Stars"
  • How important are dividends in the S&P 500's total returns?
    In a word, very. Dividend income has represented roughly one-third of the total return on the Standard & Poor's 500 index since
  • Are stock dividends reliable as a source of income?
    Dividends can be an important source of income. However, there are several factors you should take into consideration if you'll be relying on them to
    
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Contact Us
5008 Pine Creek Drive Ste. B
Westerville, OH  43081
Tel: (614) 895-0123 
Email:
ric@gcellc.com
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 Goldberg, Clouse & Edgell • 5008 Pine Creek Drive Ste. B • Westerville, OH  43081 • Tel: (614) 895-0123 • Fax: (614) 895-0365 • Email: ric@gcellc.com

Securities and Investment Advisory Services offered through NFP Advisor Services, LLC  (NFPAS), member FINRA/SIPCGoldberg Clouse & Edgell, LLC. is a member of PartnersFinancial a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of NFPAS.  Goldberg Clouse & Edgell, LLC is affiliated with NFPAS or NFPISI. NFPAS does not offer tax or legal advice.
 

This site is published for residents of the United States only.  Registered Representatives and Investment Advisor Representatives of  may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFP Advisor Services, LLC Compliance Department at 512-697-6000.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, ID, IL, IN, KS, LA, ME, MD, MI, MS, NJ, NM, NY, OH, PA, RI, SC, TN and VA. No offers may be made or accepted from any resident outside the specific states referenced.